We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

1,253 hedge funds and large institutions have $24.8B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 658 increasing their positions, 284 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 50

132% more repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 284

52% more capital invested

Capital invested by funds: $16.3B → $24.8B (+$8.46B)

15% more funds holding in top 10

Funds holding in top 10: 124142 (+18)

13% more funds holding

Funds holding: 1,1051,253 (+148)

38% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $16.5M

91,261.83% less ownership

Funds ownership: 91,307.36%45.53% (-91,262%)

Holders
1,253
Holders Change
+148
Holders Change %
+13.39%
% of All Funds
16.5%
Holding in Top 10
142
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+14.52%
% of All Funds
1.87%
New
220
Increased
658
Reduced
284
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1126
Luminist Capital
Michigan
$128K +$133K +2,234 New
LSIA
1127
LaSalle St. Investment Advisors
Illinois
$125K +$130K +2,186 New
GP
1128
Greenline Partners
New York
$125K +$129K +2,172 New
NWWA
1129
New Wave Wealth Advisors
Arkansas
$124K +$128K +2,154 New
KC
1130
Knuff & Co
California
$120K +$124K +2,094 New
Belvedere Trading
1131
Belvedere Trading
Illinois
$118K +$122K +2,049 New
GA
1132
GoalVest Advisory
New York
$115K
RCM
1133
Ravenstone Capital Management
$115K +$119K +2,000 New
OC
1134
Oarsman Capital
Wisconsin
$111K +$2.55K +43 +2%
TCOV
1135
Trust Company of Vermont
Vermont
$109K -$17.8K -300 -14%
WWP
1136
WR Wealth Planners
Missouri
$108K
WIM
1137
Westside Investment Management
California
$104K +$11.9K +200 +13%
ANBT
1138
American National Bank & Trust
Texas
$104K +$107K +1,800 New
BCMLT
1139
Beacon Capital Management LLC (Tennessee)
Tennessee
$103K +$21.5K +362 +25%
CT
1140
Coastline Trust
Rhode Island
$100K
EWP
1141
Elevation Wealth Partners
California
$99K +$1.96K +33 +2%
HFS
1142
HBC Financial Services
Washington
$98K +$1.25K +21 +1%
FMII
1143
Farmers & Merchants Investments Inc
Nebraska
$97.8K
TPCW
1144
TD Private Client Wealth
New York
$97.3K -$1.6K -27 -2%
CAM
1145
Costello Asset Management
Pennsylvania
$95.2K -$209K -3,527 -68%
SMAM
1146
Sugar Maple Asset Management
Wisconsin
$93.7K +$96.7K +1,628 New
OIA
1147
Optimum Investment Advisors
Illinois
$91.7K
RWM
1148
Rialto Wealth Management
New York
$91.4K +$94.4K +1,589 New
HPC
1149
HM Payson & Co
Maine
$91.4K
LIS
1150
Legacy Investment Solutions
Idaho
$90.4K -$3.27K -55 -3%

JEPI Hedge Fund Activity: Q4 2024 in Review

1,253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q4 2024, worth a combined $24.8B — up 52% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new JEPI positions and 50 closed out — a net gain of 170 holders — while 658 added to existing stakes and 284 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $125M. The largest seller was JP Morgan Chase, cutting an estimated $98.5M.

  • 1,253 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q4 2024, up from 1,105 in Q3 2024.
  • Funds reported $24.8B of JPMorgan Equity Premium Income ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 220 funds opened new JPMorgan Equity Premium Income ETF positions in Q4 2024 and 50 closed out, a net change of +170 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $125M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q4 2024 was JP Morgan Chase, an estimated $98.5M sold.

Based on aggregated 13F filings for Q4 2024.